Phase 02 · Steward Project Equipped Painting AIOS
Team Mitchell · Nicole · Nalu
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Weekly Updates

What shipped, what's needed, what's next. Updated by Nalu after each working week.

Week of Jun 15 - 19, 2026

Posted Jun 19

Steward grew from a doc look-up tool into a cockpit. It now reasons through judgment calls, tracks your sales numbers, and shows owners exactly what each role can see.

Shipped this week

  • Sales Scorecard, live inside Steward - leads, set rate, estimates, sales, average job, close rate and job count, per person and as a company roll-up, with editable weekly goals. Built to replace the hand-made Monday / Wednesday / Friday infographics. It starts filling in automatically once the DripJobs pipeline is wired into it (this week), so if you open it now and it looks light, that is expected.
  • Steward reasons through situations, not just SOPs - a judgment question that no SOP covers (a sub no-show, an upset customer, weather) gets reasoned from your decision principles and framed as judgment with who to escalate to, instead of dead-ending. When a procedure genuinely is not documented, it says so rather than inventing steps.
  • New Questions tab (owners) - real "what would you do" situations you can tap through. Your answers teach Steward to handle those calls the way you two actually would - the fastest way to get what is in your heads into the system.
  • "View as" for owners - switch Steward into any role's view and see exactly what that person sees. This directly answers the compensation-visibility question from before.
  • Invoice Reporting added to the Workbooks tab (owners) - your Invoice Reporting sheet (157 rows) now sits next to Sales Tracking and Production Costing as clean, read-only values.
  • Steward greets you by name and is aware of your role, and conversations now title and tidy themselves.

Need from you to keep momentum

  • Both of you: open the Questions tab and tap through the situations - five minutes each. Every answer makes Steward sharper at the judgment calls your crew actually asks about.
  • Mitchell: the 20-30 minute role brain-dump whenever you can grab a drive. That is the one thing gating your role doc, which is the Month 1 sign-off.
  • Nicole: a couple of minutes on how check payments get handled. Steward flagged it is not documented yet (it said so instead of guessing), and I want to capture it from you.

Coming next week (Jun 22 - 26)

  • Wire the DripJobs pipeline into the Scorecard so it tracks your numbers live.
  • AI pre-screen MVP, once the rubric is signed off.
  • Mitchell role doc drafted from the brain-dump - targeting the Month 1 sign-off.

Week of Jun 8 - 12, 2026

Posted Jun 13

Steward went from live to in daily use. Feedback, subcontractor onboarding, and the first read-only workbook mirror all shipped on top of the co-pilot.

Shipped this week

  • Feedback on every answer - a thumbs up/down and an optional note on each reply, so when Steward gets something wrong your correction is captured and steers how it improves.
  • Subcontractor onboarding module - a curriculum view plus per-sub checklist tracking, so a new crew can be walked through onboarding without it living in your heads.
  • Workbooks tab (owners only) - a read-only mirror of Sales Tracking (1,237 rows) and Production Costing (400 rows) right inside Steward, shown as clean values. First step toward one system of record you can trust.
  • Compensation and HR documents are now locked to owner-only access across the whole library.
  • Steward moved onto its own dedicated service for reliability, and login is fixed across both your Equipped email domains.

Need from you to keep momentum

  • Mitchell + Nicole: the AI subcontractor pre-screen rubric is drafted and coming by email - 10 quick questions to confirm so we can build it.
  • Mitchell: 20-30 minutes for the checklist brain-dump and your role doc, whenever you can grab it. That unblocks the role definition and the corpus gaps.

Coming next week (Jun 15 - 19)

  • AI pre-screen MVP, once the rubric is signed off.
  • Extend the workbook mirror to the remaining tabs (Commission Tracker, Invoice Reporting, Scorecard).
  • Mitchell role doc, drafted from the brain-dump.

Week of Jun 1 - 5, 2026

Posted Fri Jun 5

Steward Co-pilot LIVE. Originally a Week 5 Phase 02 deliverable, shipped in Week 1 instead.

Shipped this week

  • Steward at steward-equipped.lonelypine.ai - your Equipped Google login works. Replaces the 7 GPTs with one role-aware co-pilot grounded in every SOP, role doc, checklist, script, and process doc on file.
  • 4 tools live: doc search, doc fetch (full text), email drafting, web search for paint and contractor topics.
  • The Equipped Production Process 2026 was cleaned to remove former-PM references per Nicole's Jun 1 flag.
  • Soft Amber dark theme with orange accents to match the office aesthetic decision from the Jun 1 call.
  • Citations are clickable - click any source in the right panel and the original opens in a new tab.

Need from you to keep momentum

  • Mitchell: brain-dump the pre-job walk-through, interior job start, job-in-progress, and final inspection checklists. They don't exist as standalone docs in the corpus right now - they live in your head. Voice memo on a drive works.
  • Nicole + Mitchell: kick the tires on Steward this week. Real questions you'd ask one of the old GPTs. Three feedback buckets: what's good, what's missing, what's wrong.

Coming next week (Jun 8 - 12)

  • Sub onboarding module starts.
  • Steward embedded inside this dashboard as a Quinn-style tab (deploy held until the rest of the workshop-tool is ready).
  • Mitchell brain-dump intake pipeline so transcripts feed Steward automatically.
  • Phase 02 calendar re-flow - Steward landing 4 weeks early opens room to pull Phase 3 items forward.
S

Project Steward · Equipped Painting AIOS

One month in.From a lookup tool to your cockpit.

A walk through what Steward has become since it went live on June 5 - shown before and after, the way we built it, so we can talk through each piece together.

Review: June 2026 With: Nicole Pascua & Lonely Pine AI Status: Live, in daily use Engagement: Fractional Chief AI Officer
Jun 5
Live since

Shipped four weeks ahead of the Phase 02 plan.

7 → 1
GPTs replaced

Seven department GPTs became one role-aware co-pilot.

5
Cockpit upgrades

Built on top in the three weeks since launch.

4 / 5
Ratings positive

The one miss, Steward flagged itself rather than guessing.

Where Steward stands

Six live today, one this week, two to sign-off

Six capabilities are live and in use right now. One comes online this week as your pipeline wires in. Two are the road to your Month 1 sign-off.

1

One co-pilot, every document

Grounded in every SOP, role doc, checklist and script. Replaced the seven department GPTs with one assistant that knows each person's role.

Live
2

Reasons through judgment

Ask it something no SOP covers and it reasons from your decision principles, framed as a judgment call, with who to escalate to.

Live
3

Sales Scorecard

Leads, set rate, estimates, sales, average job, close rate and job count. Per person and company-wide, with editable weekly goals.

Live · data this week
4

View as any role

Owners can see Steward exactly as any role sees it. The direct answer to the compensation-visibility question.

Live
5

Questions tab

Tap through real "what would you do" situations. Your answers teach Steward to make the call the way you would.

Live
6

Workbooks mirror

Sales Tracking, Production Costing and Invoice Reporting, mirrored as clean read-only values inside Steward.

Live
7

Live sales numbers

The DripJobs pipeline feeding the Scorecard automatically, so it tracks the real week as it happens.

Coming this week
8

AI sub pre-screen

Your vetting rubric turned into a first-pass screen for new subcontractors.

Next
9

Your role doc

Drafted from Mitchell's brain-dump - the last piece for the Month 1 sign-off.

Next

Upgrade 1 · Judgment

A question with no playbook

Before
steward-equipped.lonelypine.ai
A sub no-showed this morning. What do I tell the crew lead?
I don't have a documented procedure for that. You may want to ask an owner.
Dead end. The answer lived in your heads, not the system.
Stops at "not documented"
→
After
steward-equipped.lonelypine.ai
A sub no-showed this morning. What do I tell the crew lead?
This is a judgment call, not a written SOP - here is how I'd reason it:
  1. Confirm the no-show and reach the sub directly first.
  2. Protect the customer's day - reslot today's crew or set expectations early.
  3. Log it against the partnership agreement's reliability terms.
Escalate to: Mitchell
Reasons it, and names who to escalate to

"A sub no-shows at seven in the morning. What does Steward tell the crew lead?"

What changed: when no SOP covers a situation, Steward no longer dead-ends. It reasons from your decision principles, says plainly that it is judgment rather than documented procedure, and names who to escalate to. When something genuinely is written down it still cites the SOP word for word - and when it is not, it says so instead of inventing steps.

Upgrade 2 · Your numbers

Sales numbers that keep themselves

Before
chatgpt.com · image
Mid-Week Pulse
Wed · made for the team chat

Hand-made in ChatGPT, every Monday, Wednesday and Friday.

Built by hand, three times a week
→
After
steward · Scorecard
Sales ScorecardCompany · week of Jun 8
23
Leads
22%
Set rate
7
Estimates
$14.6k
Sales
$7.3k
Avg job
29%
Close
D Daniel 2 sold · goal 10
Live, per person and company-wide

"We make the Monday, Wednesday and Friday sales graphics by hand."

What changed: the Scorecard lives inside Steward and computes the same numbers you graph by hand - leads, set rate, estimates, sales, average job, close rate, job count - per person and as a company roll-up, with weekly goals you can edit. It fills in on its own the moment the DripJobs pipeline is wired in, which is this week's work.

Upgrade 3 · Who sees what

The right eyes on the right numbers

Before
steward · library
Production Process 2026 All roles
Offer letters & salaries Visible to all

Compensation readable too widely

A comp doc readable by every role
→
After
steward · library
Viewing as: Crew · owners only
Production Process 2026 Visible
Offer letters & salaries 🔒 Owner only
Comp locked, and owners can verify each view

"Can we be sure the crew never sees compensation?"

What changed: compensation and HR documents are locked to owners across the whole library, and owners can switch into any role's view to confirm exactly what that person sees. This closed the visibility question directly - and a comp document that had been readable too widely was caught and locked in the process.

Upgrade 4 · One system of record

Your spreadsheets, in one place

Before
Excel · shared drive
.xlsx
Sales Tracking
.xlsx
Production Costing
.xlsx
Invoice Reporting

Open one file, then another, then a third.

Three sheets, three opens
→
After
steward · Workbooks
WorkbooksOwners only
1 Sales Tracking 1,237 rows
2 Production Costing 400 rows
3 Invoice Reporting 157 rows
One place, clean read-only values

"Everything lives in different sheets."

What changed: Sales Tracking, Production Costing and Invoice Reporting are mirrored into Steward as clean, read-only values, owners only. One place to read the numbers you trust, without opening three files.

Coming online this week

The Scorecard goes live with your real week

The Scorecard is built and waiting. The last mile is wiring your DripJobs pipeline into it - four small connections, one for each pipeline event: a new lead, a booked appointment, a completed estimate, a sale won.

steward-equipped.lonelypine.ai · Scorecard
Sales Scorecard · Company roll-upWeek of Jun 8 - 12
23
Leads
22%
Set rate
7
Estimates
$14,581
Sales
$7,290
Avg job
29%
Close rate
2
Jobs sold
10
Goal
D Daniel 2 sold · $14,581 · 29% close
Once the pipeline is wired, this fills with the real week, automatically.

Shown with your real numbers: these are the Week of June 8 figures straight from the weekly report - exactly what the Scorecard computes on its own. The last mile: the moment those four connections are live, the tab fills with each week automatically and the hand-made Monday / Wednesday / Friday graphics retire. That wiring is this week's work. One thing to confirm together: that each salesperson's DripJobs email is the one we key on, so per-person numbers attribute to the right person.

How we get to sign-off

The road to your Month 1 milestone

Month One · Done

The cockpit

  • Co-pilot live, replacing 7 GPTs
  • Reasons through judgment
  • View-as for owners
  • Questions tab
  • Workbooks + Invoice mirror
This week

Live numbers

  • DripJobs wired into the Scorecard
  • Sales numbers track themselves
  • Retire the hand-made graphics
Next

Sign-off pieces

  • AI sub pre-screen MVP
  • Mitchell role doc from the brain-dump
  • Commission & AR mirrors
On the horizon

Beyond Month 1

  • Marketing scorecard
  • Data-card registry & access control

To settle together

What to talk through together

A few to confirm, a few to plan. Tap each one as we cover it - it checks off the same way the Action Items do.

Today

Owners in daily use

Team rollout

Introduce Steward to the crew, timing to set together

Full adoption

Each role in their own view

Share the story

Co-market the build, on-brand, with your OK

Check payments

A couple of minutes on how a check payment gets handled. Steward flagged it is not documented yet and correctly refused to guess. This is the one open gap, and you close it.

Nicole

The Questions tab

Five minutes each, tapping through the situations. Every answer makes Steward sharper at the judgment calls your crew actually asks about.

Mitchell & Nicole

The role brain-dump

Twenty to thirty minutes on a drive. It is the one thing gating Mitchell's role doc, which is the Month 1 sign-off.

Mitchell

The Scorecard key

Confirm that the DripJobs salesperson email is what we attribute by, so each person's numbers land under the right name.

Nicole & Nalu

Team rollout

When and how we introduce Steward to the rest of the crew. The timeline above is a starting point to talk through, not a fixed plan.

Mitchell & Nicole

Sharing the build

With your OK, we would love to tell the story of what we built together - on-brand, with anything sensitive left out. Worth talking through what you are comfortable with.

Mitchell & Nicole

Your brand package

If Equipped has a brand kit - logo, fonts, exact colors - share it and we will match the team rollout materials to it. Otherwise we build from your existing look.

Nicole

Data sets per team member

Which numbers each person should see in their own view. Once we know what you want for each role, I can preset each person's tab ahead of time.

Nicole & Nalu

DripJobs API access

What blocked direct API setup last time, to talk through unblocking:

  • No public REST API yet - confirmed across 40+ endpoint probes.
  • The key Daniel provided was a V2 / Zapier key, for an API DripJobs has not released.
  • To go direct, DripJobs would need to release V2 or issue real API credentials.
  • For now the Scorecard routes through Zapier webhooks instead.
Nicole & Nalu

SCG API access

The marketing-side data feed (SCG) for the Phase 2b marketing scorecard. Talk through what access SCG can give us - API, Zapier, or a scheduled export - so marketing numbers can track the same way sales will.

Nicole & Nalu

Billing rhythm

We keep billing bi-weekly, anchored within each calendar month so both invoices always land in the same month. The two dates flex month to month - near the start and middle, shifted around weekends - so I set them as we go.

Heads-up
Project Steward - Month One review for Equipped Painting, June 2026. Built by Lonely Pine AI. Mockups illustrate the work; live screens may refine as we build.
Steward - Equipped AI co-pilot Replaces the seven department GPTs. Grounded in every SOP, role doc, checklist, and script. First time today? Click "Open in new tab" to log in once, then refresh - the embed will work for 24 hours.
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Quinn - Daniel's lead dashboard Embedded live. First time today? Click "Open in new tab" to log in once, then refresh this tab - the embed will work for 24 hours.
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